Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients to own their financial futures through personalized guidance and relationship-building. Leverage your expertise to manage wealth and enhance client experiences in a supportive and innovative culture.
Key Responsibilities
Provide financial guidance to clients
Build lasting client relationships
Grow practice through client asset consolidation and referrals
Manage wealth on behalf of clients in various areas
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage team of specialists and market knowledge
Openness to manage wealth including retirement and estate planning
Adaptability to changing market conditions
Passion for community engagement and client education
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance